Notify me when BerganKDV Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2023 | 862 | $999,586,343 | +$48,035,318 | -$47,960,563 | +$74,755 | SCHR, SCHF, MBB, VCSH, VIG | 13F-HR | 24 Jul 2023, 14:24 |
| Q1 2023 | 1,051 | $970,545,222 | +$91,445,384 | -$73,192,236 | +$18,253,148 | SCHR, SCHF, VCSH, VIG, SCHA | 13F-HR | 27 Apr 2023, 14:51 |
| Q4 2022 | 1,039 | $922,648,013 | +$74,525,878 | -$47,814,579 | +$26,711,299 | SCHR, SCHF, VCSH, VIG, SCHA | 13F-HR | 31 Jan 2023, 16:03 |
| Q3 2022 | 955 | $835,619,000 | +$67,301,035 | -$53,525,660 | +$13,775,375 | SCHR, SCHF, VCSH, VIG, CMBS | 13F-HR | 24 Oct 2022, 11:08 |
| Q2 2022 | 963 | $873,187,000 | +$86,417,306 | -$43,902,347 | +$42,514,959 | SCHR, SCHF, VCSH, VIG, EEMV | 13F-HR | 13 Jul 2022, 16:27 |
| Q1 2022 | 987 | $934,723,000 | +$77,038,639 | -$36,246,369 | +$40,792,270 | SCHR, SCHF, VIG, IGIB, EEMV | 13F-HR | 09 May 2022, 11:53 |
| Q4 2021 | 1,045 | $957,377,000 | +$59,466,215 | -$30,683,178 | +$28,783,037 | SCHR, SCHF, VIG, IGIB, EEMV | 13F-HR | 28 Jan 2022, 14:29 |
| Q3 2021 | 1,027 | $882,111,000 | +$107,629,248 | -$54,510,482 | +$53,118,766 | SCHR, SCHF, IGIB, VIG, MBB | 13F-HR | 12 Nov 2021, 09:19 |
| Q2 2021 | 975 | $842,515,000 | +$48,546,848 | -$15,893,967 | +$32,652,881 | SCHR, SCHF, IBDN, VIG, MBB | 13F-HR | 10 Aug 2021, 17:15 |
| Q1 2021 | 927 | $778,423,000 | +$114,422,254 | -$81,425,167 | +$32,997,087 | SCHR, SCHF, IBDN, VIG, MBB | 13F-HR | 11 May 2021, 16:07 |
| Q4 2020 | 933 | $710,712,000 | +$27,689,032 | -$13,578,029 | +$14,111,003 | SCHR, SCHF, IBDM, VIG, AGG | 13F-HR | 04 Feb 2021, 11:19 |
| Q3 2020 | 899 | $631,948,000 | +$73,266,406 | -$50,286,521 | +$22,979,885 | SCHR, SCHF, IBDM, VIG, AGG | 13F-HR | 05 Nov 2020, 11:28 |
| Q2 2020 | 945 | $583,773,000 | +$65,752,241 | -$35,648,601 | +$30,103,640 | SCHR, SCHF, IBDM, MBB, EEMV | 13F-HR | 13 Aug 2020, 09:48 |
| Q1 2020 | 916 | $488,125,000 | +$65,464,276 | -$39,679,484 | +$25,784,792 | SCHR, SCHF, IBDM, MBB, SCHZ | 13F-HR | 24 Apr 2020, 15:33 |
| Q4 2019 | 926 | $561,472,000 | +$50,730,827 | -$19,146,836 | +$31,583,991 | SCHR, SCHF, IBDM, MBB, EEMV | 13F-HR | 10 Feb 2020, 11:50 |
| Q3 2019 | 686 | $505,919,000 | +$27,204,259 | -$29,763,982 | -$2,559,723 | SCHR, SCHF, IBDM, MBB, EEMV | 13F-HR | 08 Nov 2019, 10:49 |
| Q2 2019 | 728 | $505,495,000 | +$59,944,791 | -$53,276,442 | +$6,668,349 | SCHR, SCHF, IBDM, MBB, SCHA | 13F-HR | 12 Aug 2019, 16:14 |
| Q1 2019 | 726 | $488,986,000 | +$59,140,283 | -$34,645,197 | +$24,495,086 | SCHF, SCHR, IBDM, BSCK, MBB | 13F-HR | 09 May 2019, 09:40 |
| Q4 2018 | 691 | $427,272,000 | +$19,149,604 | -$13,272,160 | +$5,877,444 | SCHF, SCHR, IBDM, SDOG, BSCK | 13F-HR | 01 Feb 2019, 10:00 |
| Q3 2018 | 613 | $464,421,000 | +$21,471,588 | -$17,146,919 | +$4,324,669 | SCHF, SCHR, SDOG, IBDM, BSCK | 13F-HR | 09 Nov 2018, 09:54 |
| Q2 2018 | 641 | $446,562,000 | +$97,688,076 | -$19,129,871 | +$78,558,205 | SCHF, SCHR, SDOG, IBDM, BSCK | 13F-HR | 23 Jul 2018, 15:06 |
| Q1 2018 | 189 | $365,566,000 | +$25,422,322 | -$70,421,004 | -$44,998,682 | SCHR, SDOG, SCHF, IBDM, MBB | 13F-HR | 03 May 2018, 16:26 |
| Q4 2017 | 198 | $419,622,000 | +$52,431,059 | -$47,705,636 | +$4,725,423 | SDOG, SCHR, SCHF, BSCK, IBDM | 13F-HR | 16 Jan 2018, 15:58 |
| Q3 2017 | 195 | $399,616,000 | +$63,710,827 | -$24,350,265 | +$39,360,562 | BSCI, SDOG, SCHR, SCHF, BSCK | 13F-HR | 18 Oct 2017, 16:04 |
| Q2 2017 | 171 | $352,062,000 | +$39,225,757 | -$29,705,321 | +$9,520,436 | BSCI, SDOG, SCHR, SCHF, BSCK | 13F-HR | 17 Jul 2017, 10:52 |
| Q1 2017 | 169 | $336,549,000 | +$53,883,274 | -$26,953,426 | +$26,929,848 | BSCI, SDOG, SCHR, SCHF, BSCH | Restatement | 08 May 2017, 15:09 |
| Q4 2016 | 162 | $300,256,000 | +$22,270,129 | -$11,132,755 | +$11,137,374 | SDOG, BSCI, SCHR, BSCH, DEF | 13F-HR | 09 Feb 2017, 15:22 |
| Q3 2016 | 152 | $289,133,000 | +$79,823,495 | -$27,144,816 | +$52,678,679 | SDOG, BSCI, SCHR, BSCH, DEF | 13F-HR | 31 Oct 2016, 12:40 |
| Q2 2016 | 138 | $233,883,000 | +$75,635,673 | -$13,583,779 | +$62,051,894 | SDOG, BSCH, SCHR, DEF, BSCG | Restatement | 15 Aug 2016, 15:15 |
| Q1 2016 | 131 | $166,579,000 | $0 | $0 | $0 | SCHF, SDOG, BSCH, SCHR, SCHX | 13F-HR | 13 May 2016, 09:35 |